See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,460 | $159,901-57.8% | $146,958-54.1% | $145,922-53.8% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 112.70% | 98.13%+14.6pp | 418.34%-305.6pp | 561.29%-448.6pp |
| Employer contribution / active EE | $1,111 | $5,286-79.0% | $4,933-77.5% | $4,660-76.2% |
| Participant deferral / active EE | $4,510 | $8,428-46.5% | $8,070-44.1% | $6,688-32.6% |
| Admin fee / account holder | $74,976 | $15,044+398.4% | $12,998+476.8% | $13,397+459.7% |